ConnectBridge is where customers of SEBI-registered Research Analysts securely access their subscriptions, advisory updates, documents and reports — all in one protected space.
Once your Research Analyst onboards you, your portal gives you a single, private window into your advisory relationship.
Recommendations and portfolio updates from your SEBI-registered Research Analyst, delivered to your account as they happen.
Your agreements, invoices, disclosures and research reports — stored safely and available whenever you need them.
Sign in with WhatsApp OTP, Email OTP or password. Sessions are encrypted end-to-end and isolated to this portal.
No self-signup — your account is created by your Research Analyst as part of SEBI-compliant onboarding.
Your SEBI-registered Research Analyst completes your KYC, agreement and onboarding, and registers your email and WhatsApp number.
Your onboarding confirmation on WhatsApp / email includes this portal's address. No passwords to remember — OTP login works instantly.
Use your registered WhatsApp number or email to sign in, and access your subscriptions, updates and documents any time.
Advisory services on this portal are provided by your SEBI-registered Research Analyst under their own SEBI registration. Registration details, disclosures, investor charter and complaint data are available inside your portal and in your onboarding documents.
Investment in securities market is subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
ConnectBridge is owned and operated by OptumFlex Solutions Pvt. Ltd. (CIN: U74999UP2017PTC096767), a company registered in India.
Email: support@optumflex.in
· contact@optumflex.in
Phone: +91 95603 56770
(Monday–Saturday, business hours IST) — we respond to all queries within 24 business hours.
Service delivery: all plans on this portal are digital services — your subscription is activated immediately and automatically upon successful payment confirmation, with a confirmation shown on screen and recorded in My Transactions. Cancellations and refunds are governed by our Cancellation & Refunds Policy.